Holders over time
- IBP
- KLAC
| Quarter | IBP | KLAC |
|---|---|---|
| Q3 2020 | 1 holders, $2.9m | 15 holders, $4.0bn |
| Q4 2020 | 4 holders, $110m | 14 holders, $5.3bn |
| Q1 2021 | 3 holders, $102m | 18 holders, $7.4bn |
| Q2 2021 | 4 holders, $135m | 26 holders, $7.3bn |
| Q3 2021 | 3 holders, $35m | 25 holders, $7.3bn |
| Q4 2021 | 5 holders, $65m | 25 holders, $9.0bn |
| Q1 2022 | 2 holders, $17m | 24 holders, $6.8bn |
| Q2 2022 | 1 holders, $16m | 17 holders, $6.3bn |
| Q3 2022 | 2 holders, $17m | 15 holders, $5.7bn |
| Q4 2022 | 5 holders, $49m | 14 holders, $6.6bn |
| Q1 2023 | 5 holders, $72m | 22 holders, $6.7bn |
| Q2 2023 | 5 holders, $82m | 22 holders, $8.3bn |
| Q3 2023 | 8 holders, $108m | 25 holders, $8.2bn |
| Q4 2023 | 7 holders, $131m | 23 holders, $10.0bn |
| Q1 2024 | 11 holders, $286m | 16 holders, $11.0bn |
| Q2 2024 | 9 holders, $227m | 21 holders, $12.7bn |
| Q3 2024 | 11 holders, $317m | 28 holders, $11.2bn |
| Q4 2024 | 10 holders, $240m | 25 holders, $8.0bn |
| Q1 2025 | 12 holders, $346m | 27 holders, $8.7bn |
| Q2 2025 | 8 holders, $443m | 22 holders, $12.2bn |
| Q3 2025 | 8 holders, $637m | 19 holders, $16.5bn |
| Q4 2025 | 6 holders, $714m | 25 holders, $23.4bn |
| Q1 2026 | 7 holders, $620m | 22 holders, $32.6bn |
| Q2 2026 | 5 holders, $368m | 28 holders, $78.0bn |
Installed BLDG Prods Inc
- Holders
- 10
- Reported value
- $240m
- Buyers
- 4
- Sellers
- 6
Breadth -2 among 94 comparable managers.
Kla Corp
- Holders
- 25
- Reported value
- $8.0bn
- Buyers
- 11
- Sellers
- 16
Breadth -5 among 94 comparable managers.
Who holds both, Q4 2024
Both (3)
Capital Research Global Investors, Holocene Advisors LP, Voloridge Investment Management LLC
Only IBP (7)
Artisan Partners LP, Baillie Gifford & Co, Capital World Investors, First Eagle Investment Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Winton Group Ltd
Only KLAC (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.